How would the Secure Act dramatically impact your individual clients? {PFP Section}

Summary: Guest(s): Bob Keebler, CPA/PFS Category: Technical In this episode, Bob Keebler, CPA/PFS discusses the Secure Act and its impact on retirement planning and post-mortem distributions. He answers the questions: What is the current law? What is the proposed Secure Act and how will it impact IRA planning? What do you need to think about now for your clients? Access the related resources from this podcast: Impact of Tax Reform on Planning Toolkit The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits. Don’t miss an episode – you can hear our podcasts online anywhere via your web browser, no podcast app required. Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.